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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
601
Almanack Investment Partners
Pennsylvania
$187K – – –
PFGIA
602
Patriot Financial Group Insurance Agency
Massachusetts
$178K +$2.01K +15 +1%
CB
603
Community Bank
New York
$176K – – –
FPS
604
Fieldpoint Private Securities
Connecticut
$176K +$174K +1,300 New
TF
605
Tompkins Financial
New York
$175K +$114K +851 +193%
IIC
606
Integrated Investment Consultants
Michigan
$155K – – –
SMFG
607
Sumitomo Mitsui Financial Group
Japan
$150K +$149K +1,110 New
LWA
608
Lenox Wealth Advisors
New York
$149K – – –
FT
609
Fiduciary Trust
Massachusetts
$147K +$145K +1,081 New
PWM
610
Perigon Wealth Management
California
$145K -$91.8K -685 -39%
AII
611
AGF Investments Inc
Ontario, Canada
$145K +$144K +1,071 New
PFSC
612
Peoples Financial Services Corp
Pennsylvania
$132K – – –
WCM
613
Wealthcare Capital Management
Virginia
$124K – – –
GWS
614
Glassman Wealth Services
Virginia
$109K +$37.1K +277 +52%
TIM
615
Tortoise Investment Management
New York
$101K – – –
FWM
616
Focused Wealth Management
New York
$100K +$134 +1 +0.1%
FFC
617
First Financial Corp
Indiana
$92K +$2.01K +15 +2%
AOWM
618
Alpha Omega Wealth Management
Virginia
$89K – – –
TCOV
619
Trust Company of Vermont
Vermont
$88K +$1.34K +10 +2%
TWA
620
TCI Wealth Advisors
Arizona
$87K -$6.7K -50 -7%
NSB
621
Norway Savings Bank
Maine
$85K – – –
ADL
622
Asset Dedication LLC
California
$84K +$43.6K +325 +111%
ZB
623
Zions Bancorporation
Utah
$81K – – –
RFA
624
Reilly Financial Advisors
California
$81K +$32.7K +244 +69%
JAM
625
Jolley Asset Management
North Carolina
$79K – – –
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